1. Administrator Guide
  2. Purchases
  3. Other Settings

Other Settings

There are several other settings available in the Purchases application.

To access the Purchases Other settings:

  1. Go to Administration > Application Settings > Purchases > Other settings.

Allow an approver to edit a submitted purchase request: When purchase requests approvals are used, purchase requests are submitted for review by a defined employee who then approves or rejects the purchase request. To avoid time delays introduced by having the reviewer reject a purchase request then having the owner fix and resubmit the purchase request, activating this option gives the reviewer the ability to edit the purchase request directly before continuing with an approval.

Allow an approver to edit a submitted PO: When PO approvals are used, POs are submitted for review by a defined employee who then approves or rejects the PO. To avoid time delays introduced by having the reviewer reject a PO then having the owner fix and resubmit the PO, activating this option gives the reviewer the ability to edit the PO directly before continuing with an approval.

On purchase requests, show only Customers and projects with open tasks assigned to the employee: This option only permits employees that have been assigned to open tasks on active Customer : Project to create a purchase request.

Enable by default the "Automatically track payability with fulfillment" option for new POs: If you select this option, any PO item is indicated as payable when the item has been fulfilled. You may override the setting on a specific PO when editing a PO.

Allow modification of the notes field on an approved PO: When a PO has been approved, all fields are locked from changes. By enabling this option, the Notes field can be modified after the PO has been approved.

Allow PO submission even if there are purchase items with no costs assigned: This option enables a PO to be submitted for approval without having a defined cost indicated on the purchase item. Normally, purchase items and products entered on purchase requests have a standard price or cost assigned to them.

Do not auto-populate description field on request items: The description field is automatically populated from the description on the products. Selecting this option does not use the item description and requires the description to be entered on all purchase items.

Duplicate request item attachments to their respective purchase items when creating POs: Attachments to purchase items are automatically duplicated when creating new POs when this option is selected.

Enable the ability to create quick PO items. These are purchase items for purchases made without a PO: This feature lets you create PO items when purchases have been made without using purchase requests or POs. Generally you would create purchase requests or POs from products that have already been defined in OpenAir. Quick POs are technically purchase items, and are not the standard purchase order record.